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Showing 61 - 70 of 413 results for %22Morningstar Investment Management%22

Another departure on AMP Capital MAG team

KANIKA SOOD  |  MONDAY, 16 AUG 2021
... investments team. At AMP Capital, he was the portfolio manager for at least 10 funds which were put under review at Morningstar after the announcement. He is expected to leave in October. AMP Capital said it will shortly commence a recruitment process ...

Adrian Whittingham back full-time at Pinnacle

KANIKA SOOD  |  MONDAY, 9 AUG 2021
... Pinnacle in 2008. In March 2019, Whittingham handed the head of retail role to Ramsin Jajoo, who joined the firm from Morningstar. At the time Pinnacle said, Whittingham would focus on corporate strategy, distribution and global expansion of Pinnacle ...

Top franked stock picks: Morningstar

ELIZABETH MCARTHUR  |  FRIDAY, 6 AUG 2021
Morningstar has released a list of 10 franked income stocks from its Australian and New Zealand coverage which pay very attractive dividends. "The Reserve Bank of Australia's indication that its target cash rate won't increase until at least ...

Morningstar launches fee comparison tool

KARREN VERGARA  |  FRIDAY, 9 JUL 2021
Morningstar is launching a new tool that provides increased transparency and disclosure on fees across its investments and superannuation products, well above what RG97 requires. The Morningstar Total Cost Ratio (TCR), which will be rolled out on August ...

AMP Capital GEFI sold to Macquarie

JAMIE WILLIAMSON  |  THURSDAY, 8 JUL 2021
... integration." Once completed, Macquarie Asset Management expects to have total AUM of $720 billion. The news came as Morningstar lowered its cumulative earnings estimate for AMP Capital by about 20% on the back of AUM losses. Looking specifically at ...

Franklin Templeton shutters fund

KANIKA SOOD  |  MONDAY, 21 JUN 2021
... the fund's FUM in the near term that it is in the best interests of all unitholders to wind up the fund," said Morningstar in a research note. The fund was offered in two share classes which together had about $77 million in assets. It was managed ...

ASIC drops Regal action

ANNABELLE DICKSON  |  WEDNESDAY, 16 JUN 2021
... May. The fund has since regained significant losses and is returning 21.20% over the financial year, according to Morningstar data.

Fidelity changes up global equities team

KANIKA SOOD  |  FRIDAY, 11 JUN 2021
... end June 30, but he will stay on as a senior adviser until September 2021 to help with the transition, according to Morningstar Australasia, which put funds managed by Lodha under review following the leadership change. "Going forward the strategy will ...

Investors move to thematic funds

ANNABELLE DICKSON  |  TUESDAY, 1 JUN 2021
... showing stellar results through the pandemic but performance over the long term is lacklustre, new research shows. Morningstar's latest Global Thematic Funds Landscape Report revealed assets in thematic funds in Australia grew 160% over a year to US$2 ...

AdviserLogic executive departs Morningstar

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
The former chief executive of AdviserLogic has stepped down following the integration into Morningstar. Daniel Gara is leaving his role as director of product management, financial planning at Morningstar having joined in 2019 at the time of the Morningstar ...